Compare · 3 funds side by side · dividends reinvested

RWK, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

RWK, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.06%+15.0%+18.3%+18.6%+11.0%−11.1%16.0%$1.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: RWK 2008 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Revenue ETF · $1.3B$16,818

RWK

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 57.2% in common

RWKMeasureIJH

+15.0%Year to dateJan 1 → Nov 6+9.5%

+18.3%1 yearTotal return+12.9%

+18.6%3 years · per year$10,000 became $16,703 · $15,806+16.5%

+11.0%5 years · per year$10,000 became $16,818 · $13,830+6.7%

0.39%Expense ratio$39 · $5 a year on $10k · lower is better0.05%

1.06%Trailing 12-mo yield$106 · $125 a year on $10k1.25%

−11.1%Worst dropSmaller is better−8.8%

16.0%VolatilityLower is calmer15.5%

RWKIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWK vs IJH: Top 5 Holdings

Today

RWK

13.6%in top 5

IJH

in top 53.5%

RWKStockIJH

3.7%ACInot top 5

3.1%PFGCnot top 5

2.3%AALnot top 5

2.3%SNXnot top 5

2.0%MOHnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common57.2%

End-of-day Nov 6, 2026 · share of each fund

RWK vs IJH Returns, Every Period

InvescoRWK

+11.0%

5 years, per year

IJHiShares

+6.7%

5 years, per year

RWKIJHFaded: behind in that period

4–0RWK wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RWK vs IJH

YTD

InvescoRWK

+15.0%

IJHiShares

+9.5%

+15.0%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y15.5%

1.1%Yield1.3%

$1.3BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWK, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

RWK0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RWK, IJH, VOO

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

VOO1.10%$110

RWK1.06%$106

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

VOO$110 − $3 = $107

RWK$106 − $39 = $67

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RWK, IJH, VOO

Today

57.2%most shared, RWK and IJH

RWKIJHVOO

RWK—57.2%0.0%

IJH57.2%—0.1%

VOO0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%RWK, at 16.0% volatility

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

RWKWorst drop−11.1%16.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHRWK

+9.5%Year to date+15.0%

1.3%Yield1.1%

+12.9%Past year+18.3%

0.05%Fee0.39%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026